MSSM vs SCHD

AMSSM

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.1%MSSM and SCHD

MSSM

SCHD

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $712MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.89%Expense ratio$89 · $6 on $10k · lower wins0.06%

2.81%12-mo yield$281 · $298 on $10k2.98%

−9.5%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSM · SCHD

0.4%EWBC0.4%

0.2%DVN1.1%

0.1%BBY0.5%

0.2%RHI0.1%

Held in common2.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.81%	−3.8%	+12.3%	+15.9%	new	new	−9.5%	$712M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.81%	−3.8%	+12.3%	+15.9%	new	new	−9.5%	$712M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSSM vs SCHD

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMSSMSCHD

Fee0.89%0.06%

Cost on $10k a year$89$6

Yield2.81%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y17.5%11.7%

4–0measures won
SCHD first

2.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MSSM, SCHD, VUG

Today

2.1%most shared, MSSM and SCHD

MSSMSCHDVUG

MSSM—2.1%0.8%

SCHD2.1%—0.8%

VUG0.8%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MSSM$281 − $89 = $192

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee